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Planning for Other Lifetime Financial Goals

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Although most people’s number-one financial goal is planning for a comfortable retirement, you may have other financial goals that you wish to include in your wealth-distribution process. Among these may be starting your own business (and perhaps subsequently selling that business), buying and selling a personal residence, purchasing a second or vacation home, or investing a windfall, such as lottery winnings or a substantial inheritance. This chapter considers all these goals in turn and, to the extent possible (you cannot really plan to win the lottery), discusses how to achieve their attainment.


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© 2013 Keith R. Fevurly

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Fevurly, K.R. (2013). Planning for Other Lifetime Financial Goals. In: Plan Your Financial Future. Apress, Berkeley, CA.

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